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College Funding



The increasing costs of higher education have made education planning an important aspect of your financial picture. 

Education planning normally does not receive proper attention because the actual expenditure may not happen for many years.

In many situations you have set a certain standard of education for your children but have done very little planning for the day your children begin their college education.


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A Turnkey System for Affluent Families

Affluent clients have a "special" problem when it comes to the subject of college. These families usually assume there are few ways to avoid paying the full price for college.

College Education Planning

If the subject of "Paying for College" is something you put out of your mind, you can't afford, or you recognize that it is your responsibility to your children but just don't know what to do, we can help you develop a unique college financial planning program just for you.

bulletReview your current plans for college education funding.
bulletDesign and prepare a plan to meet your objectives.
bulletResearch alternative sources of loans, scholarships, grants, and other funding.


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Last modified: December 17, 2010